In an era defined by supply chain disruptions, pricing volatility and heightened scrutiny of sustainability metrics, the need for granular, reliable intelligence in the metals and mining sector has never been greater.
S&P Global Commodity Insights has responded to this demand with the launch of its Metal Asset Databooks — a biannual, data-rich resource designed to empower market participants with asset-level and company-level insights across ferrous and non-ferrous commodities.
The Metal Asset Databooks are part of a broader strategic initiative to enhance S&P Global’s metals offering. Published under the Metals Research & Analytics banner on Platts Connect, these databooks provide standardized, comparable data across key commodities including coal, iron ore, copper, cobalt, gold, lithium, nickel, PGMs, silver, lead-zinc, molybdenum and uranium.
Each databook is structured around core sections:
- Overview: Country-level reserves, resources, production trends, and in situ value estimates.
- Properties: Detailed asset-level data for producing and near-producing mines.
- Companies: Profiles and production totals of major producers.
- Exploration: Budget analysis for non-ferrous mining.
- Capital Costs: Capex data for new projects and expansions.
- Mine Economics: Standardized cost modeling and benchmarking.
- Mine Emissions: Scope 1 and 2 GHG emissions reporting and modeling.
This structure ensures that users — from traders and analysts to procurement managers and strategic planners — can access the data most relevant to their decision-making needs.
Market relevance: Navigating complexity with precision
The metals landscape is being reshaped by geopolitical uncertainty, decarbonization mandates, and shifting demand patterns across industrial sectors. In this environment, understanding how supply dynamics influence price behavior is critical—and that requires asset-level visibility.
The Databooks enable:
- Anticipate Market Shifts: Track production pipelines, project timelines, and ownership changes to identify where new capacity—or unexpected delays—could alter global balances.
- Assess Price Sensitivity: Link mine-level cost structures and emissions intensity to price scenarios, helping quantify which assets sit on the margin and how disruptions ripple through the curve.
- Evaluate Strategic Exposure: Use standardized economics and capex data to stress-test portfolios against supply shocks, regulatory changes, or ESG-driven constraints.
By integrating bottom-up mine economics with emissions trajectories and reconciling them against company disclosures, the databooks provide a forward-looking lens on operational resilience and sustainability performance—turning raw data into actionable insight for trend analysis and risk mitigation.
Addressing today’s challenges with the innovations of tomorrow
The Metal Asset Databooks are not just a response to current market needs; they are built for the future. Key innovations include:
- Client-Centric Design: Regular feedback loops with product specialists ensure the databooks evolve with market demands.
- Compliance and Risk Mitigation: Robust controls protect proprietary data and ensure adherence to licensing agreements, particularly around sensitive sources like SMM (Shanghai Metals Market).
- Unified Data Platform: We bring together comprehensive data across costs, production, and carbon emissions. Everything you need is in one, comprehensive template.
- Break Down Silos: Collaborate between finance, operations, strategy, trading, and ESG teams with data that aids analysis and trend spotting.
- Usable Intelligence: With comprehensive data and polished visual data templates, transform complex information into actionable insights. Less time spent on data wrangling means more time for strategic thinking.
- Market Opportunity Identification: Access detailed country-level resources and reserve data to strategically analyze global supply potential and identify new market opportunities.
These features position the databooks as a strategic asset for organizations seeking clarity in a complex and fast-moving environment.
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